Stephen Geis is a financial advisor with OSAIC, holding a Series 66 designation and 21 years of industry experience. His prior work includes roles at Signator Investors Inc., Equitable Advisors, and Ameriprise. In addition to his advisory work, he is involved in an insurance brokerage business and operates Acorn Financial Services, a financial advisory corporation. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and charitable investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes proprietary asset-allocation tools and supports both discretionary and non-discretionary portfolio management across various investment products.

David Sloper Jr. is a CFP®-certified financial advisor with 30 years of industry experience. He is currently with OSAIC since 2025, following a 29-year tenure at Lincoln Financial Advisors Corporation. In addition to his advisory role, he is an insurance agent affiliated with Stonebridge Advisors, Inc., offering various insurance products including disability insurance, annuities, and life insurance. OSAIC is a wealth management firm serving a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.